WCI #466: Roth Conversions for a Smarter Retirement
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.8 • 2.4K Ratings
🗓️ 9 April 2026
⏱️ 44 minutes
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Summary
Transcript
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| 0:00.0 | This is the White Coat Investor podcast, where we help those who wear the white coat get a fair shake on Wall Street. |
| 0:06.2 | We've been helping doctors and other high-income professionals stop doing dumb things with their money since 2011. |
| 0:16.0 | This is White Coat Investor podcast number 466. |
| 0:19.4 | This podcast is sponsored by Bob Bayani at Protuity, |
| 0:22.4 | an independent provider of disability insurance planning solutions to the medical community |
| 0:26.1 | nationwide and a longtime white coat investor sponsor. Bob specializes in working with residents |
| 0:31.5 | and fellows early in their careers to set up a sound financial and insurance strategy. |
| 0:36.4 | If you need to review your disability insurance |
| 0:38.2 | coverage or to get this critical insurance in place, contact Bob by emailing info at |
| 0:43.4 | protuity.com or by calling 973-771-9100 or by simply going to whitecoat investor.com slash |
| 0:52.4 | protuity. P-R-O-T-U-I-T-Y. All right, let's start with, this isn't a |
| 0:59.5 | correction, it's like an add-on, okay? I got emailed this week, like people have been emailing me |
| 1:04.0 | for months to talk about and write about Trump accounts, 530A accounts. And we've done that. You heard a couple of weeks ago on the podcast, |
| 1:14.4 | and by the time you listen to this, I think I'll have my Trump account blog post written, |
| 1:19.6 | and we'll get that out as well. But I got this email from somebody who's like, he said, |
| 1:26.6 | I read that you plan to release a post on the |
| 1:28.7 | Trump account in quarter two, since these accounts have to be open when we file taxes, |
| 1:32.2 | I worry that people may miss out on opening them. That would be a shame, especially if you |
| 1:36.3 | qualify for the $1,000 seed money. Can you speak to this on the podcast and consider releasing |
| 1:41.2 | the post in March? And I'm like, what are you talking about? |
| 1:45.4 | So I actually went to the tax form that they just came out with, right? The tax form where you get |
| 1:50.7 | your $1,000. Okay, this is for the baby. This is the baby bonus. Baby's born between, I think it's |
... |
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